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  1. Unpaid and Paid Invoices Report

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Joshua Woolley shared this idea  · 

  2. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

    19 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Joshua Woolley supported this idea  · 

  3. A Paid badge in PDFs of paid documents

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Joshua Woolley supported this idea  · 

  4. Send invoice when payment is made: Invoice with Paid windows

    29 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Joshua Woolley supported this idea  ·